Sarah Ketterer
Causeway Capital Management
Sarah Ketterer iShares MSCI EAFE Small-Cap ETF stake
total: 372
Causeway Capital Management SCZ trades
- Total transactions:
- 3
- New positions:
- 2
- Sold out:
- 1
- Held since:
- 2026 Q1
- Held for:
- 2 quarters
- Latest activity:
- 2026 Q1
According to 2026 Q2 report, Sarah Ketterer holds 7,100 iShares MSCI EAFE Small-Cap ETF (SCZ) shares with a market value of roughly $584.12K accounting for 0.01% of the overall portfolio. To date, the estimated cost basis is nearly $78.41 for "buy" trades. Causeway Capital Management first purchased SCZ in 2022 Q2, initially acquiring 7,800 shares. Sarah Ketterer later completely sold out the position and invested in iShares MSCI EAFE Small-Cap ETF again in 2026 Q1. Since the initial investment in iShares MSCI EAFE Small-Cap ETF (SCZ), Causeway Capital Management has made 2 more transactions.
What's the cost basis of Causeway Capital Management's SCZ stake?
The estimated cost basis for iShares MSCI EAFE Small-Cap ETF (SCZ) stake is around $78.41 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $78.41
Sarah Ketterer's historical trades in iShares MSCI EAFE Small-Cap ETF
3 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
0.01%
|
7,100
|
$78.41
|
$556,711
|
new
|
+0.01%
|
|
2022 Q3
|
0.00%
|
0
|
$54.62
|
|
-100% (-7,800)
|
-0.01%
|
|
2022 Q2
|
0.01%
|
7,800
|
$54.62
|
$426,000
|
new
|
+0.01%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.